|
1
|
|
$615M
|
+$43.9M
|
+791,501
|
+8%
|
|
|
2
|
Matson Money Inc
Mason,
Ohio
|
$397M
|
+$54.5M
|
+983,905
|
+16%
|
|
|
3
|
|
$58.7M
|
+$59.3M
|
+1,069,851
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.3M
|
-$2.75M
|
-49,631
|
-6%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$40.4M
|
+$3.02M
|
+54,497
|
+8%
|
|
|
6
|
Allworth Financial
Folsom,
California
|
$36.7M
|
-$102M
|
-1,833,747
|
-73%
|
|
|
7
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$31.3M
|
+$8.23M
|
+148,532
|
+35%
|
|
|
8
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$30M
|
-$2.88M
|
-52,025
|
-9%
|
|
|
9
|
Geneos Wealth Management
Englewood,
Colorado
|
$28.9M
|
+$1.22M
|
+21,934
|
+4%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$28.5M
|
+$28.8M
|
+519,146
|
New
|
|
|
11
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$26.2M
|
+$26.5M
|
+477,415
|
New
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$25.9M
|
+$706K
|
+12,749
|
+3%
|
|
|
13
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$23.9M
|
+$5.48M
|
+98,938
|
+29%
|
|
|
14
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$22.6M
|
+$2.15M
|
+38,881
|
+10%
|
|
|
15
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$22.3M
|
+$3.88M
|
+70,003
|
+21%
|
|
|
16
|
Pure Financial Advisors
San Diego,
California
|
$18.6M
|
-$370K
|
-6,686
|
-2%
|
|
|
17
|
|
$18.5M
|
+$49.9K
|
+900
|
+0.3%
|
|
|
18
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$16.1M
|
+$3.65M
|
+65,935
|
+29%
|
|
|
19
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$16M
|
+$1.61M
|
+29,037
|
+11%
|
|
|
20
|
Advisornet Financial
Minnetonka,
Minnesota
|
$15.9M
|
+$7.9M
|
+142,497
|
+97%
|
|
|
21
|
|
$14.6M
|
+$4.26M
|
+76,792
|
+41%
|
|
|
22
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$14.6M
|
+$1.66M
|
+30,036
|
+13%
|
|
|
23
|
Beta Wealth Group
San Diego,
California
|
$14.2M
|
-$527K
|
-9,515
|
-4%
|
|
|
24
|
Prudent Investors Network
Lake Forest,
California
|
$14.2M
|
+$784K
|
+14,147
|
+6%
|
|
|
25
|
Freedom Investment Management
Hartford,
Connecticut
|
$12.8M
|
+$4.68M
|
+84,493
|
+56%
|
|
